As you make your investment choices for the season, please remember that national security always affects economic developments. The safer the backyard, the better the garden grows, as it were.
With this in mind, it is worth remembering that barking protects YOU. Only deluded do-gooders with their heads in the clouds see it as "invasive," "loud," "annoying," "excessive." The same is also true of sniffing. Is your "guest" hiding something "up there?" I could tell you if you'd just back off with "sit," "stay" already.
Now is the time to increase, not decrease, our defenses. And by that I mean, it is time to implement code "dark gray," wherein you keep the front door open so that I can sit on the porch and "observe" suspicious "neighbors" and, of course, keep a close on eye on local hostiles: the cats.
In regards to the market, safety always translates into dollars. In particular, increasing attention to the defense budget, via a more liberal distribution of "num nums," should positively impact the nation's mood, and, hence, consumer spending.